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September already played out for the Fed?
20/08/2025
2 min
The American economy, a black belt in judo? Macroeconomic publications across the Atlantic follow one another and seem to tirelessly send the same message: it bends... but doesn't break. This maxim, echoed in the art of judo, finds its inspiration in the image ...
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September already played out for the Fed?
20/08/2025
The American economy, a black belt in judo? Macroeconomic publications across the Atlantic follow one another and seem to tirelessly send th ....
Wisdom according to Donald Trump
16/07/2025
"After prolonged reflection, I have come to a definition of Swadeshi: the restriction of ourselves to the use and resources of our immediate ....
Alea Jacta Est… or almost
08/07/2025
On April 2, 2025, on Liberation Day, President Trump announced the implementation of tariffs on all his trading partners, with the aim of re ....
Financial markets are looking good
02/07/2025
Far from the stressful episodes of recent weeks, investors are smiling again. Between the decline in geopolitical tensions, a lull on the tr ....
Markets under pressure but without reaction
25/06/2025
Perhaps still groggy from this weekend's extreme temperatures, financial markets began the week surprisingly calmly, completely ignoring the ....
New Warning for Washington
20/05/2025
Timing-wise, we've seen better. While US assets have been facing distrust from international investors for several months, and Congress is c ....
Trump(bear)onomics in action
02/04/2025
Between Donald Trump's constant overbidding, his incessant back-and-forths, and his notorious contradictions, it's almost indigestion. It's ....
Wait and see
26/03/2025
In our last meeting on Monday, we emphasized that given the current economic uncertainty in the United States, it was urgent for the Fed to ....
The noose is tightening
18/03/2025
Is the golden age turning into a leaden age? The hopes raised in the financial markets by the election of Donald Trump and his "pro-growth" ....